Sue Chapman, CFP
SENIOR FINANCIAL ADVISOR
SENIOR INSURANCE ADVISOR
Proven Experience In Building Wealth For My Clients
I received my Bachelor of Commerce (B. Comm) in Marketing from McMaster University in 1988. After graduation, I worked in customer service and inside sales roles. I wanted to start saving for retirement but knew little at the time about where to start. I met with a bank advisor hoping to get some advice and have someone explain the various investment options available to me for retirement saving. Instead, the advisor simply handed me a brochure on the different investments, told me review what they had and to come back and tell them what I wanted.
This experience left me feeling that there must be a better way. I have always enjoyed helping people and I felt there was a big opportunity to help people manage their finances. As a result, I started a career in financial planning, earning my Certified Financial Planner designation and the Canadian Securities Course. I also earned my licenses in Life, Disability, Long-Term Care and Critical Care Insurance.
I really enjoy working in partnership with my clients to build a pathway of financial security and success. Now having over 25 years experience in the financial industry, I work with clients to build a plan that will guide them from the start of their lives, into their wealth building years, and finally planning the transition to retirement, which includes a proper strategy to start to draw down retirement savings in a tax efficient manner.
Lessons from March’s Bank Run
Apr 26, 2023
How many crises can the Fed dodge by printing money? Discover what went on in the banking system in March and what it means for investors going forward....Read more
Fixed Income Commentary
Mar 29, 2023
How have global economies fared in their battle to reign in inflation? Let’s examine contrasting fiscal policies and the state of global credit....Read more
Help your child purchase a home with an FHSA
Mar 15, 2023
What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....Read more
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